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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

207 hedge funds and large institutions have $551M invested in WisdomTree US High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
53
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$3.91M
2
WIA
2
World Investment Advisors
California
$1.53M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.8M
4
Bank of America
4
Bank of America
North Carolina
$32.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$15M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$85.5M
2
LPL Financial
2
LPL Financial
California
$36.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.9M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
51
World Investment Advisors
California
$1.53M +$1.53M +16,308 New
CB
52
Community Bank
New York
$1.42M -$27.6K -294 -2%
GRP
53
Global Retirement Partners
California
$1.34M +$57.5K +613 +4%
ASN
54
Advisory Services Network
Georgia
$1.29M – – –
Northern Trust
55
Northern Trust
Illinois
$1.25M +$111K +1,185 +10%
AI
56
ArchPoint Investors
Florida
$1.14M -$150K -1,600 -12%
KWM
57
Keebeck Wealth Management
Illinois
$1.13M +$545K +5,805 +93%
TRCT
58
Tower Research Capital (TRC)
New York
$1.11M +$349K +3,726 +46%
JSL
59
JT Stratford LLC
Georgia
$1.1M +$59.1K +630 +6%
Citadel Advisors
60
Citadel Advisors
Florida
$1.08M -$3.3M -35,188 -75%
MFG
61
Merit Financial Group
Georgia
$1.06M +$2.91K +31 +0.3%
DADC
62
D.A. Davidson & Co
Montana
$1.03M +$10.3K +110 +1%
UPS
63
UHLMANN PRICE SECURITIES
Illinois
$1.01M +$1.01M +10,773 New
DAS
64
Dynamic Advisor Solutions
Arizona
$1M +$26.1K +278 +3%
WA
65
Waverly Advisors
Alabama
$996K +$375 +4 +0%
MPW
66
Melone Private Wealth
Michigan
$992K -$3.19K -34 -0.3%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$958K -$15.6K -166 -2%
OPWM
68
Oxinas Partners Wealth Management
Indiana
$913K -$28.1K -300 -3%
Jane Street
69
Jane Street
New York
$840K -$2.19M -23,380 -72%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$823K +$355K +3,786 +76%
KAS
71
Kestra Advisory Services
Texas
$811K -$166K -1,768 -17%
CAL
72
Capital Advisors Ltd
Ohio
$778K – – –
JWCA
73
J.W. Cole Advisors
Florida
$753K +$29.3K +312 +4%
MSFS
74
Main Street Financial Solutions
Pennsylvania
$739K -$2.81K -30 -0.4%
SA
75
Sanctuary Advisors
Indiana
$710K -$28.1K -280 -4%
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3
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